The Reference Material list, unlike other lists, doesn’t contain actions but rather information you may want to keep handy—either for general reference or for use while working on a task or project.

You can store different kinds of reference material — plain text notes, links to web pages, or attached files you can access from anywhere.

It’s a good idea to tag your reference material with appropriate labels so you can quickly find information related to a specific topic.

When you include links to other web pages in your Reference Material items, try to use full URLs and avoid using shortened URLs from services like bit.ly ,since there’s no guarantee they’ll keep working over time.

Attaching files from Google Drive, OneDrive, Dropbox, and Box

You can attach the files you need to any item in your lists. If you use Microsoft OneDrive (Office 365), Google Drive, Dropbox or Box, you can link any file stored on those platforms to your actions.

You don’t need to set up any special connection. If you’re not logged in, Microsoft, Google, Dropbox, or Box will ask for your credentials. Once signed in, you can browse your files and choose the one you want to attach.

To do this, select Files when editing any item in your lists. Then go to the Web File section, choose your preferred cloud service, browse your files, and pick the one you need. If the file name isn’t clear, add a short, recognizable description:

Attaching local files

You can also attach files stored on your computer or internal network. Files attached to tasks remain available while the task is active and are automatically deleted once it’s completed, since they’re no longer needed and take up storage space.

However, any files stored in the Reference Material list will always remain available.

To upload a local file, open the Local File tab and browse your computer to find it. Give it a meaningful name.

You can attach as many files as you need to each item. Each file can be up to 50 MB, and your total storage across all files can’t exceed 5 GB. You can check your current usage anytime in the Account section.

Projects and Evernote

In the Projects section, you can also link an Evernote notebook to a project so that all its notes become part of that project’s Reference Material.

Click here to learn how to set up Evernote notebooks as support material for your projects.